Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,652 | $100,262-89.4% | $81,370-86.9% | $145,897-92.7% |
| Participation rate | 47.1% | 74.3%-27.2pp | 69.5%-22.5pp | 80.3%-33.2pp |
| Annual return | 9.82% | 34.52%-24.7pp | 24.85%-15.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,697 | $4,612-19.8% | $3,885-4.8% | $6,689-44.7% |
| Admin fee / account holder | $403 | $8,163-95.1% | $5,749-93.0% | $13,390-97.0% |